Filed November 9, 2005 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
Filed as: SCHWARTZ & CO. Service code 27 · EIN 38-2117812 | Advisory (Plan) | $51,584 |
Service code 37 · EIN 04-2647786 | Loan Processing | $2,688 |
Assets per participant exceed $250,000 - top-decile high-value plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $361,487 | $104,475+246.0% | $159,436+126.7% | $79,386+355.4% |
| Participation rate | 97.7% | 76.6%+21.1pp | 82.8%+14.9pp | 70.7%+27.0pp |
| Annual return | 16.37% | 67.95%-51.6pp | 263.57%-247.2pp | 116.85%-100.5pp |
| Employer contribution / active EE | $4,510 | $3,417+32.0% | $4,829-6.6% | $2,427+85.8% |
| Participant deferral / active EE | $12,027 | $6,467+86.0% | $7,352+63.6% | $4,046+197.3% |
| Admin fee / account holder | $194 | $711-72.8% | $10,799-98.2% | $626-69.1% |